energy
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 14, 2024 by John Coogan · across every show →
Everything said about energy, oldest first
Nov 14, 2024 bullish
Coogan: Market is starting to move on energy for AI infrastructure
“Energy is, like, clearly the next thing, and it's been a little bit of a champagne or a cocktail position in the sense that people talk about it at cocktail parties. Oh, energy's gonna be really important. Sam Altman's investing in it, but the market hasn't re…”